Registered investment advisers in Vermont

AUM: $46.5B
Per adviser: $970M
Advisers: 48

No reported disclosures

Champlain Investment Partners, LLC

Burlington, VT · Est. 2004

AUM: $10.2B
Per adviser: $848M
Advisers: 12

No reported disclosures

Manchester Capital Management LLC

Manchester, VT · Est. 1993

AUM: $2.8B
Per adviser: $202M
Advisers: 14

No reported disclosures

Esi Financial Advisors

Montpelier, VT · Est. 1992

National

AUM: $2.8B
Per adviser: $6M
Advisers: 460

Maple Capital Management, INC.

Montpelier, VT · Est. 2004

AUM: $2.6B
Per adviser: $96M
Advisers: 27

No reported disclosures

Pathway Financial Advisors, LLC

South Burlington, VT · Est. 2005

AUM: $1.6B
Per adviser: $236M
Advisers: 7

No reported disclosures

One Day In July LLC

Burlington, VT · Est. 2018

AUM: $1.4B
Per adviser: $105M
Advisers: 13

No reported disclosures

Hanson & Doremus Investment Management

Burlington, VT · Est. 1998

AUM: $1.1B
Per adviser: $106M
Advisers: 10

No reported disclosures

Silverlake Wealth Management LLC

Williston, VT · Est. 2015

AUM: $849M
Per adviser: $77M
Advisers: 11

No reported disclosures

Rock Point Advisors, LLC

Burlington, VT · Est. 2004

AUM: $656M
Per adviser: $131M
Advisers: 5

No reported disclosures

Marble Trail Advisors

Middlebury, VT · Est. 2019

AUM: $583M
Per adviser: $97M
Advisers: 6

No reported disclosures

Clean Yield Asset Management

Norwich, VT · Est. 1986

AUM: $571M
Per adviser: $71M
Advisers: 8

No reported disclosures

M. Kraus & Company

Shelburne, VT · Est. 1996

AUM: $559M
Per adviser: $112M
Advisers: 5

No reported disclosures

Prentiss Smith & Company, INC.

Brattleboro, VT · Est. 1982

AUM: $453M
Per adviser: $91M
Advisers: 5

No reported disclosures

Broadlake Financial Management

South Burlington, VT · Est. 1989

AUM: $410M
Per adviser: $102M
Advisers: 4

No reported disclosures

Antoine Williams & Associates Wealth Management, LLC

Shelburne, VT · Est. 2021

AUM: $319M
Per adviser: $319M
Advisers: 1

No reported disclosures

Otto & Associates, INC.

Norwich, VT · Est. 2000

AUM: $287M
Per adviser: $96M
Advisers: 3

No reported disclosures

Bennington Financial Planning Group

Bennington, VT · Est. 2020

AUM: $281M
Per adviser: $94M
Advisers: 3

No reported disclosures

Farrow Financial INC

South Burlington, VT · Est. 1981

AUM: $280M
Per adviser: $280M
Advisers: 1

No reported disclosures

Teucrium Investment Advisors, LLC

Burlington, VT · Est. 2022

AUM: $277M
Per adviser: $55M
Advisers: 5

No reported disclosures

Intrack Investment Management, INC.

South Burlington, VT · Est. 2014

AUM: $276M
Per adviser: $69M
Advisers: 4

No reported disclosures

Hutner Capital Management INC.

Manchester, VT · Est. 2014

AUM: $271M
Per adviser: $90M
Advisers: 3

No reported disclosures

Birchview Capital, LP

Burlington, VT · Est. 2014

AUM: $239M
Per adviser: $48M
Advisers: 5

No reported disclosures

Westview Investment Advisors

Burlington, VT · Est. 2019

AUM: $229M
Per adviser: $57M
Advisers: 4

No reported disclosures

Copper Leaf Financial, LLC

Williston, VT · Est. 2021

AUM: $220M
Per adviser: $55M
Advisers: 4

No reported disclosures

Williams Financial, LLC

North Bennington, VT · Est. 2020

AUM: $210M
Per adviser: $52M
Advisers: 4

No reported disclosures

Dwv Advisors, LLC

Essex Junction, VT · Est. 2012

AUM: $157M
Per adviser: $157M
Advisers: 1

No reported disclosures

Poulos Advisors, INC.

South Burlington, VT · Est. 2025

AUM: $150M
Per adviser: $75M
Advisers: 2

No reported disclosures

44 North Capital, LLC

Burlington, VT · Est. 2023

AUM: $125M
Per adviser: $63M
Advisers: 2

No reported disclosures

Quantum Leap Capital, LLC

South Burlington, VT · Est. 2024

AUM: $121M
Per adviser: $30M
Advisers: 4

No reported disclosures

Stage 2 Planning Partners LLC

S Burlington, VT · Est. 2026